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This month, we discuss the return to Big Tech outperformance, the outlook for fixed income, and what a Trump victory might look like for investors.

Renewable energy stocks have faced recent setbacks from rising interest rates and other challenges, yet the energy transition continues. In this article, Tom Bayes from Bedrock's Research team delves into the economic, political, and technological forces driving sector growth, sharing insights from a Q&A with Guinness Global Investors.